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Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KL
176
KWMG LLC
Kansas
$8.1M +$386K +2,253 +5%
NA
177
NewEdge Advisors
Louisiana
$8.09M +$893K +5,215 +12%
AAS
178
Avantax Advisory Services
Texas
$7.92M -$411K -2,399 -5%
OWA
179
Octavia Wealth Advisors
Ohio
$7.88M -$858K -5,013 -10%
CCA
180
Checchi Capital Advisers
California
$7.77M -$1.75M -10,246 -18%
BWFA
181
Baltimore-Washington Financial Advisors
Maryland
$7.57M +$2.23M +13,007 +41%
AWA
182
Aaron Wealth Advisors
Illinois
$7.52M +$948K +5,538 +14%
MCWS
183
McKinley Carter Wealth Services
West Virginia
$7.5M -$639K -3,731 -8%
CC
184
Courier Capital
New York
$7.47M +$73.6K +430 +1%
RIM
185
Rockbridge Investment Management
New York
$7.43M +$9.93K +58 +0.1%
BFS
186
Bradley Foster & Sargent
Connecticut
$7.41M -$460K -2,685 -6%
CA
187
Capital Advantage
California
$7.27M +$778K +4,542 +12%
TW
188
Towerpoint Wealth
California
$7.21M -$979K -5,721 -12%
CWM
189
Connecticut Wealth Management
Connecticut
$7.17M -$131K -765 -2%
TC
190
Tacita Capital
Ontario, Canada
$7.14M +$181K +1,055 +3%
AI
191
Atria Investments
North Carolina
$7.04M +$375K +2,191 +6%
BCA
192
Biltmore Capital Advisors
New Jersey
$7.03M +$331K +1,932 +5%
AIS
193
American Investment Services
Massachusetts
$6.93M +$112K +653 +2%
GC
194
Garde Capital
Washington
$6.87M -$16.4K -96 -0.2%
PCMC
195
Paragon Capital Management (Colorado)
Colorado
$6.84M +$577K +3,368 +9%
CWA
196
Cornerstone Wealth Advisors
Minnesota
$6.78M +$286K +1,673 +4%
PFA
197
Paradigm Financial Advisors
Missouri
$6.75M -$1.49M -8,695 -18%
US Bancorp
198
US Bancorp
Minnesota
$6.74M +$566K +3,306 +9%
RM
199
Resource Management
Louisiana
$6.72M +$257K +1,500 +4%
TAM
200
Tocqueville Asset Management
New York
$6.71M